Help

Get started in a few minutes.

Four steps from download to your first budget. Stuck? Email us.

Getting started

  1. Download and install. Get Flittly for your Mac, Windows or Linux computer from the download page. You do not need an account.
  2. Set up local AI. Flittly's private AI runs through Ollama, which you install separately for now. The app guides you through choosing a model.
  3. Import a statement. Drop in a PDF statement or a CSV, OFX, QFX, QBO or QIF file from any bank. Coming from another app? See Switch from another app.
  4. Review and budget. Check the categories Flittly chose, fix any you disagree with, then set up budgets, goals and recurring bills.

Find an answer

The FAQ covers what to install, supported files, backups and deleting your data. Security and privacy explains exactly where your data lives and what the app contacts.

Contact support

Email support@flittly.com. Flittly is built by one independent developer, so replies come from a person, not a queue. Please say which computer and version of Flittly you use, and what you expected to happen. Do not send account numbers or full statements.

Privacy requests (access, correction, deletion, export) get a response within 30 days, as the privacy policy says.

Email support